Weekly Comments on Credit October 31 – We discuss the spike in copper prices as mine disruptions in Chile and Indonesia have significantly tightened the global copper supply, providing windfall revenues to major emerging market copper exporters. https://t.co/qbo4ODxd6N

Virtus partner, Stone Harbor's investment team, reviews key macroeconomic factors that drove EM debt performance in Q3, including market uncertainty around U.S. tariffs and geopolitical tensions. https://t.co/NRLfV0ipPr #bonds #EmergingMarkets

Weekly Comments on Credit October 24 – This week, we discuss the surge in remittances flowing into El Salvador this year, which now account for more than a quarter of the country’s GDP. https://t.co/mOdjZmqnUu

Investment Policy Statement - October 2025 In our latest issue, we discuss why curbs on immigration might have a bigger and longer impact on GDP than tariffs. https://t.co/u487RBx21R #bonds #EmergingMarkets @virtus

Weekly Comments on Credit October 17 – This week, we discuss the surge in exports from Cote d’Ivoire, driven by gold and oil, which has helped strengthen the country’s overall fiscal stability and growth. https://t.co/z2CFgTdhvb

Weekly Comments on Credit October 10 – This week, we discuss the surge in Chinese imports of soybeans from Brazil as imports of soybeans from the U.S. plummet. https://t.co/FxDJexfY0i

Weekly Comments on Credit October 3 – This week, we discuss the surge in Mexico’s exports, which have been bolstered by global shifts in trade dynamics and a favorable geopolitical climate. https://t.co/7Otunvv4Ja #EmergingMarkets

Weekly Comments on Credit September 26 – This week, we discuss the increase in Argentina’s net goods exports revenues, which helps address the country’s current account deficit and provides a vital source of FX revenues. https://t.co/aSAWYPgkaP

Weekly Comments on Credit In our Economist Corner, we show how retail sales growth points to stronger consumption growth—and, possibly, solid GDP growth—for 3Q. https://t.co/BCPrf0aaUY #EmergingMarkets

Weekly Comments on Credit September 19 – This week, we show how the recent surge in gold prices has led to gold reserve appreciation and strong export gains among emerging markets. https://t.co/BCPrf0aaUY #EmergingMarkets

Weekly Comments on Credit In our Economist Corner, we show how tariffs are now starting to show up in consumer goods price increases. Learn more - https://t.co/bd3IAgJtMW #EmergingMarkets

Weekly Comments on Credit September 12 - This week, we discuss Ecuador’s account balance, which is at a historical high. https://t.co/bd3IAgIVXo

Weekly Comments on Credit September 5 - This week, we take a look at Turkey’s inflation trajectory—core inflation is still continuing to trend downward, potentially allowing for further rate cuts. https://t.co/TY0STkJOtw #EmergingMarkets

Weekly Comments on Credit In our Economist Corner, we discuss how import prices so far show foreign producers bearing little of the tariff costs. Learn more - https://t.co/RGLmIC9ZJu #EmergingMarkets

Weekly Comments on Credit August 15—This week, we show that the U.S. dollar, as measured by the real effective exchange rate, is at historically expensive levels—a shift that could benefit emerging markets currencies. https://t.co/eyHdE53y7b

Weekly Comments on Credit August 8—This week, we highlight how Peru’s terms of trade has recently improved, reflecting a broader trend within emerging markets countries that help support the sector’s credit fundamentals. https://t.co/qDbsjxw4C8

Weekly Comments on Credit In our Economist Corner, we observe how various measures point toward a meaningful slowdown in growth in the first half of 2025. https://t.co/8EFCRT8MDx

Weekly Comments on Credit August 1—This week, we highlight how the average credit quality of emerging markets sovereign debt continues to improve. https://t.co/fCyFxNG1Ol

Weekly Comments on Credit In our Economist Corner, we highlight the divergence between manufacturing and services PMIs so far in July. Learn More - https://t.co/Ota8yujLOh #EmergingMarkets

Weekly Comments on Credit July 25 — This week, we discuss Brazil’s real interest rate, which is near 10%. With rate cuts expected to start in 2026, combined with a weakened currency, this setup could make Brazil’s local markets attractive to investors. https://t.co/Ota8yujLOh